財務金融學系暨研究所 Department of Banking and Finance

金融行銷組

為配合學生就業及深造，中國文化大學財務金融學系（以下簡稱文化財金系）金融行銷組主修金融行銷專業領域課程，提升學生競爭力。為達成在專業化方面，課程涵蓋公司數位金融、財富管理、金融市場與行銷三個領域，學生透過三個領域的學習，可對金融行銷領域有全面性的認識，以確認未來發展方向；在國際化方面，在課程規劃上盡可能採用英文化教材，並輔助學生取得國內專業金融證照與國際專業證照的認證，使學生具備國際競爭力；在現代化方面，運用數位平台與資訊科技進行數據分析與網路經營。大數據分析與數位經營是目前金融產業的發展趨勢，金行組課程除了安排學生基本數理課程，如統計學，亦增加金融資訊分析應用及網路社群經營等課程，促使學生適應現今發展潮流外，亦可為將來繼續深造奠定良好的基礎。

就業方向

依照金融行銷組課程規劃下，同學就業機會相當寬廣。就業方向大致可分為五大方向：

1.金融行銷─財富管理專員、金融服務開發、金融商品精準行銷、新型態數位社群經營、財金巨量資料分析、金融同業行銷與企業法人行銷等負責金融商品介紹、法人資產負債表管理諮詢及商品操作，與金融同業商品銷售相關工作。

2.財務金融─銀行業(銀行員、理財專員)、證券業(證券業務員、證券高級業務員、財務分析師、期貨營業員、投信投顧營業員)、保險公司(保險業務員、投資型保單業務員、財務規劃師)。

3.企業財會─服務於各企業之財務、主辦會計、公司投資部門與各大會計事務所。

4.研究深造─可報考國內外各大學商管領域與相關研究所繼續深造。

5.公職服務─報考高普考與各類特考等，進入公職行列服務。

Financial Marketing Group

In order to meet the needs of students in their careers and further studies, the Financial Marketing Group in the Department of Banking and Finance at the Chinese Culture University (referred as the Financial Marketing Group hereinafter) aims to prepare students for both employment and further studies in the field of financial marketing. The curriculum covers three main areas: digital finance, wealth management, and marketing in financial markets. Through the learnings in these three areas, students can gain a comprehensive understanding of the financial marketing, and hence determine their future development direction. For the purpose of internationalization, English teaching materials are used as much as possible in out teaching process; in addition, students are supported to obtain both domestic and international financial certifications, which enable them to have international competitiveness. In terms of modernization, the curriculum incorporates modern digital platforms and information technology for data analysis and online marketing operations. With big data analysis and digital marketing being the current trend in the financial industry, the program includes courses in financial information analysis and social media management, which not only helps students to adapt to the current trend, but also builds a solid foundation for their further studies.

Career direction

 According to the curriculum planning of the Financial Marketing Group, students are expected to have a wide range of employment opportunities, which can be broadly divided into five categories specified in the following:

1. Financial Marketing - Introducing financial products, providing consultation on corporate balance sheet management, conducting product operations, and working on sales-related tasks for financial products, such as Wealth Management Specialist, Financial service development, Precision Marketing of Financial Products, Digital Community Management, Big Data Analysis for Finance, Competitors' Marketing in Finance, Corporate Marketing.
2. Banking and Finance - banking industry (bank teller, financial planner), securities industry (Securities Specialist, Senior Securities Specialist, Financial Analysts, Futures Specialist, Securities Investment Trust and Consulting Professionals), insurance industry (Insurance Solicitor, Investment Link Product Specialist, Financial Planner).
3. Corporate accounting – Financial Managers, Accountants, and Corporate Investors.
4. Further study – student may choose to apply for higher studies in finance, business management, and other related fields domestically and overseas.
5. Public service - student may take Senior and Junior Examinations and Special Examinations, participating the public service in Taiwan.  

中國文化大學 商學院 財務金融學系 金融行銷組 必修科目表

110.5.5 校課程、110.5.19教務會議通過110 學年度起入學新生適用